Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Byron Poore is a financial advisor with LPL Financial LLC, registered in Florida. John has been in the financial industry since 2006, and has experience with a range of firms, including Securities America, Inc., Sorrento Pacific Financial, LLC, Wells Fargo Advisors, LLC and Banc of America Investment Services, Inc. John has passed the Series 66, Series 7, and SIE exams. John is also a Vice President of Retail Investments at Madison County Community Bank. John's services include financial planning, portfolio management for individuals and businesses, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/03/2023 - Present
LPL Financial LLC (PERRY FL)
FL
09/20/2016 - 09/29/2023
SECURITIES AMERICA, INC. (MADISON FL)
FL
06/01/2015 - 09/23/2016
SORRENTO PACIFIC FINANCIAL, LLC (MADISON FL)
FL
06/14/2007 - 12/23/2011
WELLS FARGO ADVISORS, LLC (HUDSON FL)
FL
11/16/2006 - 05/30/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
04/16/2002 - 10/21/2002
CALTON & ASSOCIATES, INC. (TAMPA FL)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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